INVESTOR

Label versus firm: why the join exists

People type Investor when they do not list a fund, a bank, or a family office. Named entities such as Goldman Sachs or Renaissance Technologies are other keys. This page isolates the leftover label in 2014: $3,590,221. Mixing label and firm rows would count some households twice and still miss others who used a legal name.

Six hundred ninety-six donors and 2,231 lines average about 3.2 receipts per donor. Average gift size is about $1,609. Average per donor is about $5,158. Those figures describe itemized midterm activity among people who chose this word, not assets under management.

Accredited-investor rules, 13F filings, and family-office structures are not in this table. The Investor grouping is a word people typed on a federal receipt. In 2014 that word carried $3,590,221 on 2,231 lines from 696 donors, which is 4.0% of $89,862,902. A limited partner who listed a fund name is in that fund’s key. A person who listed Investor is here. The 696-key count is therefore a lower bound on “people in investing who itemized,” not an upper bound and not a securities-law census.

Four percent of a large occupation roll

Eighty-nine million eight hundred sixty-two thousand nine hundred two dollars is the Investor grouping across all cycles in the table. $3,590,221 is 4.0% of that. A midterm taking a small share of an occupation key is consistent with presidential years carrying more itemized volume, but other years’ amounts are not in this packet, so the share is the only comparison available here.

A sibling string, Investments, is a different grouping. Do not add its 2012 or 2014 cells to this Investor cell. The industry dimension is the string, not a researcher’s idea of “capital.”

Questions

How much did Investor-tagged donors give in 2014?

The join records $3,590,221 in itemized individual contributions for Investor in 2014, from 2,231 contributions and 696 donors. The grouping’s all-cycle total is $89,862,902.

Is this hedge-fund or bank giving?

Not as a named-firm total. Those entities have their own industry keys. This cell is the self-reported Investor label only. PAC disbursements are also outside the $3,590,221.

What share of the Investor grouping is 2014?

4.0%: $3,590,221 of $89,862,902. Other cycles hold the rest. This page does not list those other years’ amounts.

How does Investor differ from Investments?

They are different grouped strings with different totals. Do not add Investments cycle cells to this Investor × 2014 figure. Each key has its own industry hub.